SMCI · News · 20260807N

Guidance / Outlook

Super Micro Computer, Inc. · 2026-08-07 · Importance 83 · Surprise 82

Third-party reports said Super Micro had updated its outlook to reflect a backlog exceeding $60 billion and improved gross-margin projections ahead of its fiscal fourth-quarter results on August 11, 2026. Analysts projected June-quarter revenue of approximately $11 billion, up 91.1% year over year, and EPS of $0.68, up 65.9%. Reports also highlighted delayed deployment conversions, execution risk, negative free cash flow, competitive pressure, and uncertainty over whether margin expansion can be sustained.

Key facts

• TipRanks reports Super Micro Computer will release fiscal fourth-quarter earnings on August 11 and references a backlog of over $60 billion as well as concerns about execution risks, negative free cash flow, and intense competition. source
• Yahoo! Finance Canada and other previews state analysts expect significant year-over-year growth in both earnings and revenue for Super Micro's fiscal fourth-quarter results to be released on August 11. source